Baldrige Asset Management LLC Ishares Tr Transaction History
Baldrige Asset Management LLC
- $244 Million
- Q1 2023
Shares
3 transactions
Others Institutions Holding IMTB
# of Institutions
52Shares Held
4.31MCall Options Held
0Put Options Held
0-
Mariner, LLC Overland Park, KS1.15MShares$49.7 Million0.08% of portfolio
-
Fin Trust Capital Advisors, LLC505KShares$21.9 Million3.9% of portfolio
-
Octavia Wealth Advisors, LLC485KShares$21 Million2.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC473KShares$20.5 Million0.04% of portfolio
-
Destination Wealth Management435KShares$18.9 Million0.58% of portfolio